cancel
Showing results for 
Search instead for 
Did you mean: 
outofthechaos
Level 1

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

 
Solved
Best answer December 10, 2019

Best Answers
RenjolynC
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

I have the steps on how we can add the payment options back to your invoices, outofthechaos.

 

It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:

  1. Click the Gear icon located in the upper right-hand corner, and select Account and Settings under Your Company.
  2. On left of the panel, select Sales.
  3. Scroll down and click the Online delivery option.
  4. From the Additional email options for invoices drop-down menu, choose Online invoice.
  5. Click Save and then Done.

I've added a sample screenshot for your reference:

 

After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:  

  1. Click the Gear icon again and then select Custom Form Styles
  2. Click the Edit link of the invoice template, and then click the Payments tab.
  3. Select the online payment, and then click Done

Please see sample screenshot below:

 

This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.

View solution in original post

3 Comments 3
RenjolynC
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

I have the steps on how we can add the payment options back to your invoices, outofthechaos.

 

It's possible that the Online delivery option is set to HTML or Plain text. Let's check your settings and update it by following these steps:

  1. Click the Gear icon located in the upper right-hand corner, and select Account and Settings under Your Company.
  2. On left of the panel, select Sales.
  3. Scroll down and click the Online delivery option.
  4. From the Additional email options for invoices drop-down menu, choose Online invoice.
  5. Click Save and then Done.

I've added a sample screenshot for your reference:

 

After the steps above, check to see if your QuickBooks Payment is linked in your QuickBooks account. Then, follow these steps to include the payment options in the invoice template:  

  1. Click the Gear icon again and then select Custom Form Styles
  2. Click the Edit link of the invoice template, and then click the Payments tab.
  3. Select the online payment, and then click Done

Please see sample screenshot below:

 

This article includes more details on how to customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just a few clicks away if you need more help with invoices in QuickBooks Online. Thanks.

MLC-President
Level 1

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

Thank you for the great instructions and visuals.  However, when I go into my custom forms and invoice template, there is no 'Payments' tab to click on at the top.  I only have the first three 'Design, Content and Emails'. 

Is this a setting I am missing somewhere? 

 

Thanks again

Erika_K
QuickBooks Team

There is no PAYMENT OPTION when I send my client their invoice. The only option is Print or Save. This has never happened before. HELP!

Let me clear things out for you, MLC. 

 

The Payments tab on the Custom form styles feature will appear once you've signed up for QuickBooks Payments. Then, you can set up your account to get paid faster and for your customers to pay their invoices online. 

 

To sign up for QuickBooks Payments within your QuickBooks Online (QBO) account, we can:

 

  1. Go to the Gear icon, and then Account and settings.
  2. Select the Payments tab.
  3. Choose Set up payments or Connect account
  4. Follow the onscreen instructions. 

 

Feel free to browse this article for more info: Customize invoices, estimates, and sales receipts in QuickBooks Online


Also, you can check out this website directly to learn more about QuickBooks Payment's different plans and rates: https://quickbooks.intuit.com/money/see-plans/. 

I'll be adding these resources to help you with managing your invoices and refund customer payments in QBO: 

 

 

I'm still all ears to handle any invoice-related concerns in QBO. Take care always!

Need to get in touch?

Contact us